DWM
LGI

Darwin Wealth Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Darwin Wealth Management’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,342
Closed -$16K – 481
2020
Q1 		$16K Buy
+1,342
New +$20.2K 0.01% 393

Other funds holding LGI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Darwin Wealth Management's LGI Position: Q2 2020 in Review

Darwin Wealth Management sold out of Lazard Global Total Return & Income Fund (LGI) in Q2 2020, closing a stake of 1,342 shares — an estimated $16K sold.

Darwin Wealth Management first reported a position in LGI in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 50 funds tracked by Wall St. Rank hold LGI as of Q2 2020.

  • Darwin Wealth Management reported no remaining Lazard Global Total Return & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,342 Lazard Global Total Return & Income Fund shares in Q2 2020, an estimated $16K.
  • Darwin Wealth Management first reported a position in Lazard Global Total Return & Income Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Lazard Global Total Return & Income Fund position peaked at $16K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.